Amy Foo Email & Phone Number
Senior Vice President and Private Wealth Advisor @ Capital Group Private Client Services
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Amy Foo Location
- Los Angeles, CA, US
Amy Foo Work
- Senior Vice President and Private Wealth Advisor @ (August 2021 - Present)
- Vice President @ (May 2018 - August 2021)
- Wealth Management Advisor, Vice President @ The Private Client Reserve of U.S. Bank (May 2014 - May 2018)
- Consulting Group Analyst @ (May 2009 - April 2014)
- Associate @ (February 2008 - May 2009)
- Account Executive @ (May 2007 - February 2008)
- Account Executive @ (January 2006 - April 2007)
- Account Executive @ (October 2005 - February 2006)
- Account Executive @ (December 2003 - October 2005)
Amy Foo Education
- University of Connecticut 2000-2003
Amy Foo Skills
- Alternative Investments
- Asset Management
- Financial Services
- Fund Of Funds
- Investment Management
- Marketing
- Mutual Funds
- Wealth Management
- Strategic Planning
- Mortgage Lending
- Sales
- FINRA
- CRM
- B2B
- Finance
- Portfolio Management
- Customer Service
- Project Management
- Investments
- Research
Amy Foo Summary
- Amy Foo, based in Los Angeles, CA, US, is currently a Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services. Amy Foo brings experience from previous roles at Union Bank, The Private Client Reserve of U.S. Bank, Morgan Stanley and Cantor Fitzgerald. Amy Foo holds a 2000 - 2003 University of Connecticut. With a robust skill set that includes Alternative Investments, Asset Management, Financial Services, Fund Of Funds, Investment Management and more. Amy Foo has 1 emails and 1 mobile phone numbers on RocketReach.
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